Jana Partners

Jana Partners

13F
JANA PARTNERS LLC
Last update 2025-07-02 10 Stocks (1 new)
Value $1.94 Bil Turnover 14 %
Countries:

Jana Partners Profile

Jana Partners LLC is an investment management firm founded in 2001 by Barry Rosenstein, Jana’s Managing Partner and Co-Portfolio Manager. The firm has its headquarters in New York.

Jana Partners Investing Philosophy

Jana follows a value-oriented, event-driven strategy. It applies a fundamental value discipline to identify undervalued companies that have one or more specific catalysts to unlock value. In certain cases, Jana can be the instrument for value creation by becoming an actively engaged shareholder. Jana invests both long and short and across the capital structure, including equity and debt.
Jana Partners Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LW
Lamb Weston Holdings Inc
7,985,426
425,623.2
+11.98%
21.980
+2.35%
5.660
+9.84%
-13.29%
7,966.6
Consumer Packaged Goods
SPY
SPDR S&P 500 ETF Trust
540,353
302,268.1
+25.88%
15.610
+3.21%
0.050
+18.80%
+8.86%
654,366.5
 
MRCY
Mercury Systems Inc
6,941,565
299,112.0
0%
15.450
0%
11.620
+10.09%
+25.98%
3,161.6
Aerospace & Defense
MKL
Markel Group Inc
156,022
291,700.3
+43.24%
15.060
+4.55%
1.230
+12.64%
+17.23%
25,670.4
Insurance
TRMB
Trimble Inc
3,945,227
259,004.1
-5.57%
13.370
-0.81%
1.650
+40.51%
+18.34%
19,950.6
Hardware
THS
Treehouse Foods Inc
4,910,950
133,037.6
0%
6.870
0%
9.720
-5.55%
-38.97%
1,082.7
Consumer Packaged Goods
RPD
Rapid7 Inc
4,106,056
108,851.6
+11.27%
5.620
+0.57%
6.390
-1.72%
-43.18%
1,468.5
Software
FRPT
Freshpet Inc
734,763
61,110.2
New Holding
3.160
+3.16%
1.510
+0.53%
-49.69%
3,634.4
Consumer Packaged Goods
FIS
Fidelity National Information Services Inc
Fidelity National Information Services Inc
496,895
37,108.1
0%
1.920
0%
0.090
+3.24%
+2.07%
42,861.7
Software
EHAB
Enhabit Inc
2,137,145
18,785.5
0%
0.970
0%
4.220
-7.98%
-11.40%
350.4
Healthcare Providers & Services

Jana Partners's Historical Top Holdings Breakdowns

Jana Partners's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MKL
Markel Group Inc
2025-03-31
Add
Add
+4.55%
1660.14 ($1839.75) 2059.83
$2,023.73
10.00%
Add 43.24%
156,022
47,096
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+3.21%
551.42 ($587.78) 612.93
$634.21
7.90%
Add 25.88%
540,353
111,090
FRPT
Freshpet Inc
2025-03-31
New Buy
New Buy
+3.16%
83.17 ($122.36) 162.59
$74.51
-39.11%
New holding
734,763
734,763
LW
Lamb Weston Holdings Inc
2025-03-31
Add
Add
+2.35%
48.65 ($56.64) 66.04
$57.19
0.97%
Add 11.98%
7,985,426
854,087
WOLF
Wolfspeed Inc
2025-03-31
Sold Out
Sold Out
-1.63%
2.59 ($5.85) 7.48
$1.71
-70.77%
Sold Out
0
-4,988,216
TRMB
Trimble Inc
2025-03-31
Reduce
Reduce
-0.81%
65.52 ($71.89) 77.49
$83.62
16.32%
Reduce -5.57%
3,945,227
-232,861
RPD
Rapid7 Inc
2025-03-31
Add
Add
+0.57%
26.51 ($34) 39.81
$22.86
-32.76%
Add 11.27%
4,106,056
415,927
LW
Lamb Weston Holdings Inc
2024-12-31
Add
Add
+11.85%
62.09 ($74.76) 82.32
$57.19
-23.50%
Add 102.21%
7,131,339
3,604,585
MKL
Markel Group Inc
2024-12-31
New Buy
New Buy
+9.25%
1542.01 ($1660.71) 1785.11
$2,023.73
21.86%
New holding
108,926
108,926
FYBR
Frontier Communications Parent Inc
2024-12-31
Sold Out
Sold Out
-7.21%
34.15 ($35.06) 36.15
$36.95
5.39%
Sold Out
0
-3,910,213

Jana Partners Total Holding History ($B)

To

Jana Partners's Asset Allocation

To

Jana Partners Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Jana Partners's Hypothetical Growth since 2025-03-31

Jana Partners's Yearly Returns

Year Portfolio % % Excess Gain %

Jana Partners's Holdings Heat Map

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Jana Partners's Holdings Bubble Chart

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